Sales & GTMReviewed listing
Account Research Desk
PurposeResearches the companies you sell to and writes your pre-call brief and account plan. Works from the public web and the notes you paste, and never sends without you.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- When you ask
- What it can touch
- Drafts for your approval
- Setup
- None: start chatting
The description says it drafts and waits for your OK, or never sends on its own.
What it does
- Researches the companies you sell to
- Writes your pre-call brief and account plan
- Works from the public web and the notes you paste
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Account Research Desk’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Account Research Desk in Bot.
- Start a chat with Account Research Desk, then review what it produces and check any factual claims.
3Use it
Shared by Anoop Baliga. Open it in Bot to start using it.